New

From Apps for Creatio

Revision as of 12:24, 4 November 2024 by CreatioWikiSysop (talk | contribs)

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New Screens

You can create a new

Account
Contact
Lead
Opportunity
Case

Activities (communications like email and phone) are created by filing an email and logging call notes

1. Account

2. Contacts

3. Lead

4. Opportunities

5. Case

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